Grimaldi Investment Services (GIS) is an independent, fee-based registered investment advisor. GIS provides investment services for its clients, managing individual accounts held by a nonaffiliated broker-dealer. GIS creates portfolios based on client investment objectives and risk tolerance, gathered through questionnaires and interviews. GIS does not sell products or receive commissions, aiming to avoid conflicts of interest.
Assets Under Management$15M
Clients22
Advisors1
Avg. per Client$670K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$60K
Investment management only (planning not offered)
Minimum Annual Fee:$360
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K - $500K | 0.55% |
| $500K+ | 0.50% |
Fees listed are for equity accounts. Fixed income accounts have lower fees: 0.45% for the first $250,000, 0.40% for the next $250,000, and 0.35% for amounts above $500,000. Minimum yearly fee is $360. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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